Original filing (PDF)20250203071546NAL0003512515001

CHARLES T. MITCHELL COMPANY, PLLC

Name: CHARLES T. MITCHELL COMPANY, PLLC — CHARLES T. MITCHELL CO. 401(K) PLAN, Form 5500 (2024)
Creator: CHARLES T. MITCHELL COMPANY, PLLC

Form 5500-SF

FILING_RECEIVED

CHARLES T. MITCHELL CO. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHARLES T. MITCHELL COMPANY, PLLC.

Plan sponsor

Name

CHARLES T. MITCHELL COMPANY, PLLC

EIN

61-0567366

Address

229 W. MAIN ST. · SUITE 103 · FRANKFORT, KY · 40601

Phone

(502) 227-7395

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

NOVINGER, BALL & ZIVI, P.C.

NOVINGER, BALL & ZIVI, PC 401(K) PROFIT SHARING PLAN

$4.2M · 37 participants

FRIEDLANDER CHERWON CAPPER, LLP

FRIEDLANDER CHERWON CAPPER, LLP PROFIT SHARING - 401(K) PLAN

$4.2M · 17 participants

WEINTRAUB & SCHANCK, PC

WEINTRAUB & SCHANCK, PC PROFIT SHARING PLAN

$4.2M · 5 participants

TEMPLETON & COMPANY, LLP

TEMPLETON & COMPANY, LLP 401(K) PLAN

$4.2M · 58 participants

KING, SHORES & PRESTON CPAS

KING, SHORES & PRESTON CPAS PROFIT SHARING PLAN